Profit Sharing · DOL Form 5500 · 2023

Sumiriko Ohio, Inc. Profit Sharing Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
473
Participants Below avg headcount
88th
Percentile by assets National rank
$138,843
Avg per participant Near avg balance/head
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Official DOL plan name: Srk Retirement Savings & Investment Plan · Sponsored by Sumiriko Ohio, Inc. · Ohio · Manufacturing

$66M in assets, 473 participants

Sumiriko Ohio, Inc.'s Srk Retirement Savings & Investment Plan reported $66M in total assets and 473 participants in its 2023 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,432 in Manufacturing (18,722 peers)

Where Srk Retirement Savings & Investment Plan sits by assets

Srk Retirement Savings & Investment Plan sits in the top quartile of all filed plans by assets, $66M for 473 participants (~$138,843/participant), up 11.6% in 2023.

#15,432
in Manufacturing (18,722 peers)
+11.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Srk Retirement Savings & Investment Plan's outsized position by total assets

Srk Retirement Savings & Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$65,672,620 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Srk Retirement Savings & Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Srk Retirement Savings & Investment Plan sits mid-pack in the medium band (473 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Srk Retirement Savings & Investment Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Srk Retirement Savings & Investment Plan end-of-year assets rose from $59M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Srk Retirement Savings & Investment Plan reported participants fell from 513 in the plan year 2022 filing to 473 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341576708 · Sumiriko Ohio, Inc. PY 2023 · Profit Sharing

Srk Retirement Savings & Investment Plan · $66M · 473 · 88th

  • RANK $66M
  • PHOTO 473
  • IND 88th
  • EOY Profit Sharing
  • 5500 near O'neill & Borges Employees Pension Plan Employees' Pension Plan
  • ASSETS ind #15432

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Ohio →

Srk Retirement Savings & Investment Plan in the asset neighbourhood

University of Northwestern - St. Paul 403(b) PlanUniversity of Northwestern -…$66MOneida Healthcare Center 403(b) PlanOneida Healthcare Center 403…$66MTriple-S Retirement & Savings PlanTriple-S Retirement & Saving…$66MSrk Retirement Savings & Investment PlanSrk Retirement Savings & Inv…$66MO'neill & Borges Employees Pension Plan Employees' Pension PlanO'neill & Borges Employees P…$65M
End-of-year total assets ($M) among Srk Retirement Savings & Investment Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$66M
Net Income$7M
Employer EIN341576708
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sumiriko Ohio, Inc.)

Sponsor-wide plan assets over time

All Sumiriko Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 15.269112486073993% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $58.9M $67.9M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 513 $59M
2023 1 473 $66M
2024 1 457 $68M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Srk Retirement Savings & Investment Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Srk Retirement Savings & Investment Plan, Total assets ($B): 0.06567262 · Participants: 473Srk Retirement Savings & Investment PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Srk Retirement Savings & Investment Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Srk Retirement Savings & Investment Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is O'neill & Borges Employees Pension Plan Employees' Pension Plan in PR ($65M); by covered participants it is IBEW Local No. 32 NECA Profit Sharing Annuity Plan in MI (473 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Srk Retirement Savings & Investment Plan assets move in 2023?
Srk Retirement Savings & Investment Plan grew at a solid clip - up 11.6% during 2023, from $59M to $66M. Reported net income was $7M.
How have Sumiriko Ohio, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sumiriko Ohio, Inc.'s sponsor-wide assets grew 15.3%, from $59M to $68M.
Where does Srk Retirement Savings & Investment Plan rank by assets among Form 5500 filers?
Srk Retirement Savings & Investment Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Srk Retirement Savings & Investment Plan?
Among Profit Sharing plans in other states, the closest by assets is O'neill & Borges Employees Pension Plan Employees' Pension Plan in PR ($65M, 99 participants).
Which Profit Sharing plans cover a similar participant headcount to Srk Retirement Savings & Investment Plan?
Among Profit Sharing plans in other states, the closest by covered participants is IBEW Local No. 32 NECA Profit Sharing Annuity Plan in MI (473 participants, $42M in assets).